Kashoo AP and expense features: what's included and what you'll need to add

Kashoo includes bank feeds and credit card feeds; it covers receipt capture only in part; it has no AP automation, expense claim approvals or approval workflows. Common add-ons to budget for: receipt capture / expense app with approvals, AP bill capture and payment tool and corporate card with receipt matching. Vergo adds any-card expense management coded to your Kashoo structure.

October 1, 2026
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Key takeaways

  • Built in: bank feeds and credit card feeds.
  • Partly covered: receipt capture.
  • Not included: AP automation, expense claim approvals and approval workflows.
  • Vergo works with any card from any bank and posts coded spend into Kashoo.

Where should you go next?

Kashoo AP and expense capabilities at a glance

CapabilityIn Kashoo?What the documentation shows
Bank feedsYesKashoo auto-imports bank transactions from 5,000+ banks and credit unions, using Plaid in the US and Canada and a bank picker elsewhere.
Credit card feedsYesCredit card accounts can be connected through the same bank connection flow and their transactions imported.
AP automation (invoice capture and processing)NoNo bill OCR, AP inbox or approval step is described.
Receipt capture and mobile expensesPartlyThe Kashoo mobile app captures receipts with the camera and creates expenses, and receipts can be uploaded on the web.
Expense claim approvalsNoBased on a review of the docs, there's no employee claim or approval flow.
Approval workflows (invoices, POs, payments)NoBased on a review of the docs, there are no approval workflows.

What to budget for

  • AP automation (invoice capture and processing) (no): AP bill capture and payment tool.
  • Receipt capture and mobile expenses (partly): receipt capture / expense app with approvals and corporate card with receipt matching.
  • Expense claim approvals (no): receipt capture / expense app with approvals.
  • Approval workflows (invoices, POs, payments) (no): receipt capture / expense app with approvals and AP bill capture and payment tool.

Add-ons Kashoo teams commonly consider

  • Receipt capture / expense app with approvals
  • AP bill capture and payment tool
  • Corporate card with receipt matching

Where Vergo fits with Kashoo

Vergo integrates with Kashoo and posts coded card spend into it; for Kashoo, the live integration covers expense management. It works with any card from any bank — connecting your existing cards involves no card applications, no re-issuing and no banking change. Employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the category, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Approval workflows are optional and fit how you already control spend: route by GL account or by amount — or skip approval flows entirely and let policy flags catch only what breaks a rule.

About Kashoo

Typical users: Very small businesses and sole proprietors in the US and Canada wanting simple double-entry bookkeeping. Deployment: cloud (SaaS) with iOS/Android apps. Status: Active (Kashoo Classic). A sister product, TrulySmall Accounting, is marketed alongside it.

Frequently Asked Questions

Which Kashoo capabilities need an add-on?

Per Kashoo's documentation, AP automation, receipt capture, expense claim approvals and approval workflows are partial or missing.

Does Vergo replace Kashoo?

No. Kashoo stays your ledger. Vergo integrates with Kashoo and posts coded entries into it.

Do we need new cards?

No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.

How current is this?

Each answer was checked against Kashoo's public documentation on September 30, 2026.

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